SUPPLY CHAIN SUSTAINABILITY
PROGRESS
In 2024-2025, renewable energy moved deeper into core operations across global supply chains. Solar PV manufacturing expanded beyond China, yet severe overcapacity pushed module prices to about US $ 0.09 / W and margins were negative, testing producers and buyers alike.
Collaboration with suppliers accelerated market-based procurement. Corporate PPAs and merchant models took a larger share of new utility-scale growth as reforms in China and momentum in Europe broadened pipelines.
However, challenges remain as negative prices spread in high-VRE markets highlight the need for storage and flexible demand.
HEADQUARTERS: FRANCE NUMBER OF EMPLOYEES: 201-500 NUMBER OF COUNTRIES: 32 MEMBER COUNTRIES